This Podcast explores the advanced capabilities of the Click & Pay Suite Autoresponder feature in Salesforce. The discussion focuses on moving beyond standard tax receipts to create hyper-personalized donor journeys.
Key Topics Covered:
- SKU-Based Triggers: assigning specific email templates to specific items (the "Tiger vs. Horse" use case).
- Time-Delayed Workflows: setting up automated "surprise and delight" emails 48 hours post-donation (the "Little Susie/Jimmy" use case).
- Campaign Specifics: tailoring responses for Capital Campaigns and Building Funds.
- Technical Setup: A high-level look at the Designer, Rules, and Queue logic.